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Financial Fitness Passport

Financial Fitness Passport

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Tagline:Free shows you where you stand. Pro helps you improve it.
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Financial Fitness Passport
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What is Financial Fitness Passport?

Financial Fitness Passport is AI-powered financial guidance software that helps you understand your financial health, prepare for retirement, manage debt, and reach your goals. It combines a personalized Passport Score, an exclusive Retirement Number calculator, and Penny, an AI financial coach — all without linking your bank accounts.
Financial Fitness Passport video 1
Financial Fitness Passport screenshot 2

How to use Financial Fitness Passport?

1. Input your basics — income, savings, debts, and goals. No bank linking required. 2. The AI engine calculates your Passport Score and Retirement Number. 3. Get your personalized financial roadmap with modules for debt, insurance, estate, and investing. 4. Track progress with badges, calculators, and Penny AI coaching.

Financial Fitness Passport Core Features

01

Temporary Passport Score

A single clarity number (0–100) showing where you stand financially right now. Free to see; Pro unlocks the roadmap to improve it.

02

Retirement Number™

Our exclusive metric showing exactly how close you are to funding your desired retirement lifestyle, with % funded and a path to 100%.

03

Penny™ AI Financial Coach

An always-on AI companion (Pro) that explains your situation, runs what-if calculations, and analyzes uploaded documents like insurance and estate papers in plain English.

04

Cash Flow & Debt Planning

Track income and expenses with a built-in 50-state tax calculator, and build a debt payoff plan using Snowball or Avalanche strategies.

05

Financial Calculators Suite

Six professional calculators (life insurance, disability, mortgage, and more) with tooltips and instant results.

06

Progress Tracking & Academy

Earn Bronze to Platinum badges as you hit milestones, and learn through an interactive Educational Academy with a full glossary.

Financial Fitness Passport Use Cases

See where you stand financially with a single Passport Score before making big money decisions.

Plan retirement with a personalized Retirement Number and scenario modeling.

Pay off debt faster using Snowball or Avalanche strategies with milestone badges.

Employers offer it as a seat-based financial wellness benefit with HR reporting.

Advisors and banks use it for client engagement and co-branded financial wellness.

Financial Fitness Passport Frequently Asked Questions

What is Financial Fitness Passport?

AI-powered financial guidance software that helps you understand your financial health, prepare for retirement, manage debt, and achieve your financial goals. It features a personalized Passport Score, an exclusive Retirement Number™ calculator, and AI-powered coaching.

Do I need to link my bank accounts?

No. Financial Fitness Passport is privacy-first by design. You manually enter your financial information, giving you complete control over your data. No bank linking is required.

What is the Retirement Number™?

Our exclusive metric that shows exactly how close you are to funding your desired retirement lifestyle. It calculates your progress toward financial independence based on your income, savings, investments, and retirement goals.

Is there a free version?

Yes. The free plan covers account creation, the onboarding self-assessment, and your temporary Passport Score so you can see where you stand. The full roadmap, modules, calculators, and Penny AI coaching are part of Pro.

What does Pro include?

Pro unlocks the full experience: personalized roadmap, every module (Cash Flow, Debt, Emergency Fund, Insurance, Estate, Investing), Retirement Number™ calculator, the 6-tool Financial Calculators Suite, Penny™ AI Financial Coach with Document Analysis, Progress Interpreter, Financial Goals Planner, the Educational Academy, anonymous benchmarks, PDF export, and priority support.

Financial Fitness Passport Product Background & Official Links

Financial Fitness Passport Support Email & Customer service contact & Refund contact etc.

Financial Fitness Passport Support Email: support@financialfitnesspassport.com

More Contact, visit the about us page(https://www.financialfitnesspassport.com/founder)

Financial Fitness Passport Company Info

Financial Fitness Passport Company name: DALS Technology, Inc.

Financial Fitness Passport Developer Type: company

More about Financial Fitness Passport, Please visit the about us page(https://www.financialfitnesspassport.com/founder)

Financial Fitness Passport Pricing

Financial Fitness Passport Pricing Link: https://www.financialfitnesspassport.com/#pricing

Financial Fitness Passport Facebook

Financial Fitness Passport Facebook Link: https://www.facebook.com/financialfitnesspassport

Financial Fitness Passport LinkedIn

Financial Fitness Passport LinkedIn Link: https://www.linkedin.com/company/financial-fitness-passport/

Financial Fitness Passport Pricing & Plans

Free

Free
Free
  • Create your account
  • Complete the onboarding self-assessment
  • Get your temporary Passport Score
Subscribe & upgrade now
Most Popular

Pro

Recurring
$9.99/month or $79.99/year
  • Personalized financial roadmap
  • Retirement Number™ calculator
  • Financial Calculators Suite (6 tools)
  • Penny™ AI Financial Coach with Document Analysis
  • Progress Interpreter (AI analysis)
  • Financial Goals Planner
  • PDF export of your Passport
  • Priority support
Subscribe & upgrade now

Enterprise

contact
Custom (volume pricing for 25+ employees)
  • Pro access for every employee
  • Central onboarding link
  • HR launch toolkit
  • Priority support
  • Volume discounts ($30–$60/employee/year)
Subscribe & upgrade now

Financial Fitness Passport Tags

FreemiumSubscriptionFree TrialWeb AppPrivacy-FocusedCloud-basedFor EnterpriseSecure Data

Best Suited Occupations for Financial Fitness Passport

General ConsumersSmall Business OwnersHR Professionals & RecruitersFinance & Accountants

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